Expert Details
Business Development and Financial Planning
ID: 729825
Minnesota, USA
I have consulted with various clients while serving as a Financial Advisor, including individuals and corporations over the thirteen years I worked in the industry.While working as a consultant with Expert & Associates, Industrial and Organizational Management Consulting, I worked with various clients to help evaluate and implement modern day management philosophies to improve the effectiveness of the management team, improve employee moral and work place climate.
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 1990 | Degree: Graduate work towards PhD | Subject: Industrial & Organizational Psychology | Institution: University of Minnesota |
| Year: 1977 | Degree: Masters | Subject: Educational Psychology | Institution: University of WI, Superior |
| Year: 1975 | Degree: B.A. | Subject: Psychology & Sociology (double major) | Institution: University of Wisconsin; Eau Claire |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 1995 to 2008 | Employer: Durand Financial Inc. | Title: Financial Advisor | Department: |
Responsibilities:Financial Planning for clients and companies, including staffing and managing my office, conducting seminars and workshops on various financial issues. |
|||
| Years | Employer | Title | Department |
| Years: 1990 to 1995 | Employer: Durand & Associates | Title: Industrial & Organizational Management Consultant | Department: |
Responsibilities:We provided workshops and training sessions for various clients concerning various organizational management and develpment issues, drawing from the discipline of psychology, sociology and industrial psychology. Our training seminars included an assessment of individual and organizational problems and the design and delivery of solutions to create positive change within the organization |
|||
| Years | Employer | Title | Department |
| Years: 1986 to 1990 | Employer: University of Minnesota | Title: Psychiatric Assistant | Department: Department of Psychiatry |
Responsibilities:While attending graduate level courses at the University of MN in the Industrial Relations and Industrial & Organizational Psychology departments, I also worked at the University of Minnesota in the adult in-patient psychiatric department as a staff person. As a team member, I worked with other staff members to help administer treatment for various psychiatic conditions. |
|||
| Years | Employer | Title | Department |
| Years: 1979 to 1985 | Employer: Durand Lumber Company Inc. | Title: President, Chairman of the Board | Department: |
Responsibilities:I started in the hardwood lumber industry as a sole proprietor in 1979. During the depths of the recession in the early 80's, I decided to capitalize on the down market by contacting investors who had expressed an interest in investing with me. By doing so, I raised nearly $200,000. dollars of private investment capital. I then proceeded to buy up equipment from bankruptcy auctions and built a new hardwood sawmill operation in NW WI. When completed, I arranged for bank financing, managed the operation until a major disagreemnt occured amongst the board where by they decided to put the company up for sale for nearly a million dollars and cash out.Seeing no opportunity to resolve the situation, I resigned my position in March of 1985 and moved to the cities to explore new opportunities. |
|||
| Years | Employer | Title | Department |
| Years: 1978 to 1979 | Employer: Wisconsin Council on Criminal Justice. | Title: State Planning Analyst | Department: |
Responsibilities:While employed as a State Planning analyst, I worked with various departments within the criminal justice system, including police departments, courts and other agencies to assist in the implentation of a more uniform and coordinated criminal justice system. |
|||
| Years | Employer | Title | Department |
| Years: 1977 to 1978 | Employer: Quest Corporation | Title: Vice President- Marketing | Department: |
Responsibilities:While employed at Quest, I worked as a senior officer to help build and grow the organization to produce and market computers for the photographic and lithographic industry. I hired and trained independent sales representative through-out the U.S. and Canada. I also helped construct and staff display booths for various trade shows including McCormick Place in Chicago and also in Montreal Canada. I also worked with a graphic arts firms to develop brochures for the product line and negotiated ad space in major industry magazines and publications. |
|||
International Experience
| Years | Country / Region | Summary |
|---|---|---|
| Years: 1968 to 1970 | Country / Region: Austria, Vienna | Summary: While serving as a Marine Guard at the American Embassy in Vienna, I traveled on temporary assignment with Secretary of State, Dean Rusk to Iceland, and the Congo, Zaire with Secretary of State William P Rogers. |
Additional Experience
| Expert Witness Experience |
|---|
| Expert has assisted in defending numerous clients and cases against legal litigation during his professional career. Expert responded in providing numerous depositions when served and acted in a compliant and professional manner. During these proceedings, Expert presented himself in a professional and convincing manner. When called upon to represent his clients, Expert has never been involved in losing one single case. Perhaps one of the most dramatic cases was when Expert assisted in the defense of one of his clients who had been involved in a motor vehicle accident. By properly positioning the clients assets and other legal team initiatives Expert was able to minimize the loss to his client. |
| Training / Seminars |
|---|
| Expert began conducting sales training and seminars as early as the 1970's while serving as the Vice President of a computer manufacturing company in NW WI. Later, Expert presented seminars and meeting to investors which served to attract investment capital and investor participation with the formation of a board of directors. Expert has also presented numerous times to bankers and loan committee's for the acquisition of capital in the form of loans for various businesses that he has been involved in. In addition to seminars and training, Expert has been a writer and recently had his own radio show which covered various topics of interest for financial planning. Also, Expert has utilized current technology for disseminating information using the internet with email blast programs and web sites. Perhaps the most effective means he has utilized is to create various video's with his staff to tell their story by providing client testimonials, and a powerful message about his practice. |
| Vendor Selection |
|---|
| Expert has worked in various industries to plan strategically for the location and assessment of vendors, including working with an electronic manufacturing firm, the hardwood lumber industry and most recently the investment and insurance business. Expert has also formed and created a successful non profit firm which has membership located throughout the U.S. and Canada. |
| Marketing Experience |
|---|
| Expert likes to stay engaged with current publications and research trends. By doing so, Expert is able to pull information together, write and publish articles of interest to businesses and consumers. Expert's writing style has been described as "lively and colorful", which served to make his articles unique and easy to read. They are attention getters to say the least. |
| Other Relevant Experience |
|---|
| Expert has a unique ability to bring people together and to develop an "esprite de corp", perhaps a result of the five years he spent in the Marines. He can tell a convincing story, a believable story, but it has to be based up a good effort and totally above board. Expert will not compromise his values, attitudes or beliefs for any cause. This in turns brings about credibility and authenticity. Expert is a highly motivated person for the right cause. |
Language Skills
| Language | Proficiency |
|---|---|
| German | While in Austria, I learned the language at the basic level and became quite proficient at speaking with the local population. |